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iShares S&P 500 Growth ETF

1,831 hedge funds and large institutions have $38.2B invested in iShares S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 662 increasing their positions, 706 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $11.6M

2% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 103

0.02% less ownership

Funds ownership: 73.89%73.87% (-0.02%)

6% less repeat investments, than reductions

Existing positions increased: 662 | Existing positions reduced: 706

2% less funds holding

Funds holding: 1,8691,831 (-38)

12% less funds holding in top 10

Funds holding in top 10: 214188 (-26)

15% less capital invested

Capital invested by funds: $45.1B → $38.2B (-$6.89B)

Holders
1,831
Holders Change
-38
Holders Change %
-2.03%
% of All Funds
24.55%
Holding in Top 10
188
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-12.15%
% of All Funds
2.52%
New
105
Increased
662
Reduced
706
Closed
103
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
676
TME Financial
California
$2.17M -$940K -9,322 -28%
SAW
677
Signal Advisors Wealth
Michigan
$2.17M -$686K -6,803 -23%
BP
678
Ballentine Partners
Massachusetts
$2.17M
JIC
679
Joel Isaacson & Co
New York
$2.16M -$34.2K -339 -1%
LF
680
Lighthouse Financial
Florida
$2.14M
B
681
Bailard
California
$2.13M -$200K -1,988 -8%
O3W
682
Omni 360 Wealth
New Jersey
$2.12M +$17.4K +173 +0.8%
CWM
683
CCG Wealth Management
California
$2.11M -$2.82K -28 -0.1%
AA
684
Armis Advisers
Georgia
$2.11M -$583K -5,785 -20%
Bessemer Group
685
Bessemer Group
New Jersey
$2.1M +$9.38K +93 +0.4%
AA
686
Alesco Advisors
New York
$2.1M -$10.6K -105 -0.5%
AIS
687
American Investment Services
Massachusetts
$2.1M -$60.3K -598 -3%
CWP
688
Clark Wealth Partners
Illinois
$2.1M +$74K +734 +3%
AF
689
Alerus Financial
North Dakota
$2.09M
MCC
690
Money Concepts Capital
Florida
$2.06M -$443K -4,399 -17%
CWC
691
Carolinas Wealth Consulting
North Carolina
$2.04M +$2.02K +20 +0.1%
OA
692
Operose Advisors
Wisconsin
$2.03M -$22.5K -223 -1%
FFM
693
Forum Financial Management
Illinois
$2.02M -$5.04K -50 -0.2%
YWM
694
Yukon Wealth Management
Kansas
$2.01M +$2.18M +21,655 New
EAM
695
Evanson Asset Management
California
$1.99M -$663K -6,575 -23%
B
696
Bensler
Washington
$1.97M +$140K +1,393 +7%
FPW
697
Fairvoy Private Wealth
Alabama
$1.96M -$209K -2,075 -9%
MA
698
MBA Advisors
Pennsylvania
$1.96M -$144K -1,433 -6%
KWA
699
Kingswood Wealth Advisors
California
$1.96M +$350K +3,472 +20%
HIS
700
Harvest Investment Services
Illinois
$1.94M -$21K -208 -1%

IVW Hedge Fund Activity: Q1 2025 in Review

1,831 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2025, worth a combined $38.2B — down 15% from $45.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new IVW positions and 103 closed out — a net gain of 2 holders — while 662 added to existing stakes and 706 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $237M. The largest seller was Fidelity International, exiting entirely with an estimated $309M sold.

  • 1,831 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2025, down from 1,869 in Q4 2024.
  • Funds reported $38.2B of iShares S&P 500 Growth ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 105 funds opened new iShares S&P 500 Growth ETF positions in Q1 2025 and 103 closed out, a net change of +2 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $237M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2025 was Fidelity International, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2025.